See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $384,094 | $123,793+210.3% | $177,821+116.0% | $79,858+381.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.68% | 22.82%-5.1pp | 48.32%-30.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $12,346 | $4,095+201.5% | $5,918+108.6% | $2,471+399.7% |
| Participant deferral / active EE | $15,361 | $5,956+157.9% | $7,714+99.1% | $3,740+310.7% |
| Admin fee / account holder | $5,077 | $7,243-29.9% | $12,427-59.1% | $5,306-4.3% |